Hb 3(38) Pooled Employer Plan
Sponsored by Newport Group, Inc. · EIN 272037969 · Plan #007
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 978
- With balances
- 822
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Claims processing, Contract administrator, Plan administrator | $43,320 |
| Global Retirement Partners, Llc | Investment advisory (plan), Investment management fees (direct) | $30,753 |